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iShares S&P 500 Growth ETF

2,066 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 63

20% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $18.5M

14% more funds holding in top 10

Funds holding in top 10: 193220 (+27)

7% more funds holding

Funds holding: 1,9332,066 (+133)

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.25B)

0.78% more ownership

Funds ownership: 73.04%73.82% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 747

Holders
2,066
Holders Change
+133
Holders Change %
+6.88%
% of All Funds
25.14%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
231
Increased
679
Reduced
747
Closed
63
Calls
$22.2M
Puts
$18.5M
Net Calls
+$3.67M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1826
Inscription Capital
Texas
$227K +$245 +2 +0.1%
CAS
1827
Coppell Advisory Solutions
Texas
$226K -$34.4K -281 -13%
SW
1828
Solidarity Wealth
Utah
$226K
GRWP
1829
Green Ridge Wealth Planning
New Jersey
$224K +$222K +1,817 New
BL
1830
BFSG LLC
California
$224K
BI
1831
Berkeley Inc
Idaho
$223K
KCAM
1832
Kagan Cocozza Asset Management
New Jersey
$223K
AWM
1833
Abound Wealth Management
Tennessee
$223K +$56.1K +458 +34%
RWA
1834
Redhawk Wealth Advisors
Minnesota
$223K
MCM
1835
Mattern Capital Management
Colorado
$223K -$8.45K -69 -4%
SAM
1836
Synergy Asset Management
Washington
$223K +$221K +1,806 New
BFA
1837
Bill Few Associates
Pennsylvania
$222K
CPA
1838
Cardiff Park Advisors
California
$221K
PRTG
1839
Post Resch Tallon Group
New York
$220K -$9.3K -76 -4%
GSIS
1840
Global Strategic Investment Solutions
Arizona
$218K +$245 +2 +0.1%
HPC
1841
Hobart Private Capital
North Carolina
$218K +$216K +1,768 New
KFC
1842
Klingenstein Fields & Co
New York
$218K
PAM
1843
Pacific Asset Management
Washington
$217K +$122 +1 +0.1%
BWM
1844
Braeburn Wealth Management
Michigan
$217K +$215K +1,757 New
BIG
1845
Builder Investment Group
Georgia
$216K -$21.4K -175 -9%
SHGA
1846
Sand Hill Global Advisors
California
$216K
LI
1847
LifeWealth Investments
Florida
$214K -$214K -1,748 -50%
SPWM
1848
Straight Path Wealth Management
Michigan
$214K
SAS
1849
SMI Advisory Services
Indiana
$214K
PWM
1850
Prosperity Wealth Management
California
$213K